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Tuesday, September 10, 2013

Boeing and September Is China Month

Marketing VP from Boeing, Randy Tinseth, has spent a critical period of time this month in China. It has been written about as a reporting time to the Chinese about the future growth of aviation over the next 30 years

Thursday, September 5, 2013

Boeing Increases Long Term Forecast for China's Commercial Aircraft Market

However, this visit wasn't about laser pointers and big screens in front of eager viewers want to hear about China's next 30 years. It was about sales to China and how Boeing could help fill the impending void of aircraft for China, once it realizes the calamity of no airplanes that will befall China. The next 30 years?, someone scribbles in good Mandarin or maybe some English. Randy goes on, "do you realize how fast thirty years can go by when waiting in-line for your 787's. China Southern, Xi amen, and Hainan to name a few, know. By next year Airbus will have a really long  line and Boeing's production will peak on the 787, opening up some near term production slots as the -9's start rolling out the doors. The backlog is a 50/50 split at this time between the 787-8's and the -9's. The -8 momentum tilts towards a shorter wait line for the next year as ten a month are produced and the -9 is barely coasting out the door. Boeing will see in 2014 it cant start putting sales speak to customers about the shrinking 787-8 Queue and strong productivity against an undelivered A-350.

Its not that demand will hit in 30 years, its now that demand is building and China has to be in the right place at the right time to capture an advantage. Any questions? Any orders? Yes, you in the middle row with hand up?"

A man from EVA posses an important thought.


EVA Air studying 787-10 and 777X, aiming to be launch customer for 777X in 2019

4-Sep-2013 4:05 PM
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Randy comes back with due respect and honor, "please see me after the symposium on 30 years growth plans for China, wait , I'll come see you".

So goes the imaginary dialog from China. There are other announcement in the works. It sounds like the the -10's and the -X twins are in play. Being a launch customer for a model is very important to China. This won't be the last clue thrown out of what's in play. The Arabian Gulf is strongly connected to Boeing's future as well. Could China usurp  the Arabian peninsula from QATAR as a launch customer on the 777's this fall? I don't think so.

However, Boeing will be the auctioneer during a robust auction with a crowded room. The orders will come bouncing of the walls when the bidding wars begin from China as they realize 30 years is right now.

China is getting ready to come out and play in the airplane wars and will want to get on board with a strong representation and fanfare, but the Gulf states have a big head start for that honor of launch customer. Its more in the order for a -10 customer launching for China, but the 777 order book is going to get interesting, as an ordering staple for Boeing's sales team, with the China market for the next 30 years. EVA certainly leads the way for China and the Twin  X's.



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